Saturday, March 15, 2025
INVESTMENT PERSPECTIVE By J Mulraj Jul 17-23, 2022 Structural changes long overdue, to stay in the global race A replay of the 1966 movie, ‘The Russians are coming’ may well be titled ‘The Recessions are Coming’, though partly due to the Russians. On...
 INVESTMENT PERSPECTIVE By J Mulraj Jul 10-16, 2022 Markets are signalling a US recession Confucius said ‘one should not pick fight with one’s bullet supplier’ (Disclosure: Confucius didn’t say it, I did, but adding his name attracts more attention J). Egged on by a...
INVESTMENT PERSPECTIVE By J Mulraj Jul 3-9, 2022 Wrong ones have been made, sadly The world is filled with a plethora of problems and policy makers have to decide on how to solve them. That is no easy task, for any action has,...
INVESTMENT PERSPECTIVE By J Mulraj Jun 26- Jul 2, 2022 And the hypocrisy of nations Vladimir Putin had for long been warning the West of his apprehensions about NATO's eastward expansion, coming ever closer to his borders, thus posing an existential threat for...
INVESTMENT PERSPECTIVE By J Mulraj Jun 18-25, 2022 The consequences of policy decisions take a long time to manifest As the Benjamin Franklin poem above indicates, the consequences of an act take a long time, and a series of mis-steps, to manifest themselves....
INVESTMENT PERSPECTIVE By J Mulraj Jun 12-17, 2022 Fighting inflation or preventing recession? For several years, central bankers had been  printing money without regard to the future consequences  of this folly, under the misguided insanity of the MMT, or modern monetary theory....
INVESTMENT PERSPECTIVE By J Mulraj Jun 5-11, 2022 Far too many problems ahead of us The world is beset by far too many problems, the short term future is cloudy. The ongoing war between Russia and Ukraine, and the possibility of China being emboldened...
INVESTMENT PERSPECTIVE By J Mulraj May 29-Jun 4, 2022 Which India do we want for our children? India, today, is reminiscent of the famous quote of Charles Dickens, in A Tale of Two Cities “It was the best of times, it was the worst...
INVESTMENT PERSPECTIVE By J Mulraj May 22-28, 2022 Tough times ahead In this Economist podcast Larry Summers, former US Treasury secretary says that every time inflation has been above 4% and unemployment below 4%, the US has gone into recession (see at 5:23). ...
INVESTMENT PERSPECTIVE By J Mulraj May 15-21, 2022   Technology provides solutions to energy and food but after we pass the hump of conflicts Technology is providing the solutions to the problems created by the politicians! The invasion of Ukraine by Russia was, largely, an...